aura wealth advisor

As your personal CFO (chief financial officer) we act as your single point of contact coordinating access to our entire expert team. No conflicting advice, just one team consisting of the leaders in their industry all working to make your dreams come true. This is not just a one time financial plan. This is an ongoing consultative process to insure we help you achieve your goals and adjust as your situation changes. In circumstances where you may have some members of the team in place we use our team to fill in the gaps.